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Baron Financial Group’s Exelixis EXEL Stock Holding History

Baron Financial Group’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,763
Closed -$225K – 52
2023
Q2 		$225K Sell
11,763
-16,040
-58% -$309K 0.14% 47
2023
Q1 		$540K Buy
+27,803
New +$484K 0.34% 37

Other funds holding EXEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Baron Financial Group's EXEL Position: Q3 2023 in Review

Baron Financial Group sold out of Exelixis (EXEL) in Q3 2023, closing a stake of 11,763 shares — an estimated $225K sold.

Baron Financial Group first reported a position in EXEL in Q1 2023 and held it in 2 quarters. The position peaked at $540K in Q1 2023. 397 funds tracked by Wall St. Rank hold EXEL as of Q3 2023.

  • Baron Financial Group reported no remaining Exelixis position as of Q3 2023 after selling out during the quarter.
  • Baron Financial Group sold 11,763 Exelixis shares in Q3 2023, an estimated $225K.
  • Baron Financial Group first reported a position in Exelixis in Q1 2023 and held it in 2 quarters.
  • Baron Financial Group's Exelixis position peaked at $540K in Q1 2023.
  • 397 funds tracked by Wall St. Rank held Exelixis as of Q3 2023.

Based on Baron Financial Group's 13F filing for Q3 2023, filed 19 Oct 2023.